Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 1.32 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flynn Zito Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
174,531
shares
|
$4.01 Million
2.08% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
163,177
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2024
Added 8.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
130,910
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2024
Added 61.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
99,128
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2024
Added 15.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
85,500
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
84,368
shares
|
$1.94 Million
0.24% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
67,107
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2024
Added 22.58%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
66,156
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 54.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
58,387
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2024
Added 173.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
39,187
shares
|
$901,301
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
29,593
shares
|
$680,639
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
29,593
shares
|
$680,639
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
May 14, 2024 Q1 2024 |
29,534
shares
|
$679,282
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
29,512
shares
|
$678,776
0.0% of portfolio
|
Q1 2024
Added 8.16%
|
|
|
Ndwm LLC
La Jolla, CA |
Apr 19, 2024 Q1 2024 |
29,390
shares
|
$675,970
0.62% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
26,130
shares
|
$600,990
0.0% of portfolio
|
Q1 2024
Added 31.45%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2024 Q1 2024 |
16,610
shares
|
$382,030
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Mcdonald Partners LLC
|
Apr 15, 2024 Q1 2024 |
16,250
shares
|
$373,750
0.1% of portfolio
|
Q4 2022
Added 18.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
16,029
shares
|
$368,667
0.0% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
15,781
shares
|
$362,963
0.23% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
12,835
shares
|
$295,205
0.0% of portfolio
|
Q1 2024
Added 16.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
12,816
shares
|
$294,768
0.0% of portfolio
|
Q1 2024
Added 9.19%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 15, 2024 Q1 2024 |
12,411
shares
|
$285,453
0.04% of portfolio
|
Q4 2023
Reduced 73.84%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
10,312
shares
|
$237,176
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
9,706
shares
|
$223,238
0.0% of portfolio
|
Q1 2024
Reduced 13.16%
|
|